Bookings management

Create your own document template

Create your own document templates according to the needs of your clinic or practice.

Do you need help with already provided templates such as GDPR or the Justification of the Visit? Learn about administrative documentation management in docplanner. 💡

 

Important: For security reasons, access to the Document Templates is restricted to users that have permission to operate the agenda settings. 

 

Zrzut ekranu 2022-06-9 o 11.06.45

 

If you do not have this level of permission, contact the agenda’s admin to request it.

If your manager does not know how to do it, you can share the article How to add calendar users and manage their permissions with him or with her. 

 

📝 Once your permissions are granted, check this section to learn how to create templates from scratch